Rachel Novak
Sample memberSmall-business owners · Massachusetts
Learning to keep business and personal spending apart.
1 lessons done · 0 sample posts
Sample community preview
1,000 sample profiles, each one labelled.
Every profile and post here is labelled Sample member. Sample members are fictional, are not reachable and are excluded from member counts, messages, exports and billing. Mode: public.
AllFreelancersNew homeownersSmall-business ownersStudentsRetireesBookkeeping learnersDocument-readiness learners
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Khalil Nassar
Sample memberDocument-readiness learners · Georgia
Practicing scanning and naming files.
2 lessons done · 0 sample posts
Hugo Cruz
Sample memberSmall-business owners · Wisconsin
Learning to keep business and personal spending apart.
4 lessons done · 1 sample posts
Jun Vo
Sample memberStudents · Arizona
New to filing and working through the lessons.
0 lessons done · 1 sample posts
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Rebecca Fisher
Sample memberSmall-business owners · New York
Learning to keep business and personal spending apart.
3 lessons done · 0 sample posts
Terrell Dixon
Sample memberFreelancers · Connecticut
Working through the self-employed organizer one section at a time.
0 lessons done · 0 sample posts
Manuel Zamora
Sample memberDocument-readiness learners · Texas
Practicing scanning and naming files.
1 lessons done · 0 sample posts
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Dana Kowalski
Sample memberDocument-readiness learners · Tennessee
Learning what each tax-season stage means.
6 lessons done · 1 sample posts
Alan Manalo
Sample memberSmall-business owners · Oklahoma
Learning to keep business and personal spending apart.
1 lessons done · 0 sample posts
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Anjali Kumar
Sample memberNew homeowners · Alabama
Learning what the lender and the closing documents each provide.
0 lessons done · 0 sample posts
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Mona Haddad
Sample memberRetirees · Michigan
Learning which distribution forms to expect.
4 lessons done · 0 sample posts
Travis Murphy
Sample memberSmall-business owners · Alabama
Building a monthly close habit for the business.
2 lessons done · 1 sample posts
Nancy Brooks
Sample memberDocument-readiness learners · Nevada
Working on being document-ready well before filing season.
1 lessons done · 1 sample posts
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Reem Farah
Sample memberStudents · Florida
Learning how education documents fit into filing.
0 lessons done · 0 sample posts
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Manuel Lopez
Sample memberBookkeeping learners · Illinois
Learning the monthly close checklist.
5 lessons done · 0 sample posts
Vincent Li
Sample memberBookkeeping learners · Tennessee
Practicing categorization and reconciling every month.
2 lessons done · 0 sample posts
Latoya Rhodes
Sample memberSmall-business owners · New York
Here for the bookkeeping guides and office hours.
4 lessons done · 0 sample posts
Micah Whitaker
Sample memberDocument-readiness learners · Ohio
Working on being document-ready well before filing season.
5 lessons done · 0 sample posts
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Abigail White
Sample memberFreelancers · Texas
Working through the self-employed organizer one section at a time.
0 lessons done · 0 sample posts
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Nadia Tucker
Sample memberFreelancers · Georgia
Learning how to keep income records tidy before filing season.
0 lessons done · 0 sample posts
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Ali Iyer
Sample memberDocument-readiness learners · Pennsylvania
Learning what each tax-season stage means.
2 lessons done · 0 sample posts
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Jazmine Williams
Sample memberBookkeeping learners · Oregon
Following the bookkeeping guides step by step.
0 lessons done · 0 sample posts
Molly Cooper
Sample memberStudents · Maryland
New to filing and working through the lessons.
4 lessons done · 1 sample posts
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Ashley Russo
Sample memberSmall-business owners · Virginia
Here for the bookkeeping guides and office hours.
4 lessons done · 0 sample posts
Sample activity
How do you handle transfers between accounts?
I am still learning, so any general tips from the guides are welcome. Please no personal tax details here.
Hiro Choi · 3 sample repliesHow long does your monthly close take?
I am still learning, so any general tips from the guides are welcome. Please no personal tax details here.
Candace Terrell · 5 sample repliesWhat does "awaiting documents" mean to you?
A short note on my routine. I follow the guide and keep everything in one folder by year.
Camila Medina · 4 sample repliesHow do you track property tax bills?
A short note on my routine. I follow the guide and keep everything in one folder by year.
Angel Trevino · 2 sample repliesHow early did you start gathering?
Sharing what has worked for me so far and curious what others do. I am only talking about habits, not my own return.
Dana Hill · 0 sample repliesHow long does your monthly close take?
I am still learning, so any general tips from the guides are welcome. Please no personal tax details here.
Cole Ward · 2 sample replies